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Glassman Wealth Services’s Safety Insurance SAFT Stock Holding History

Glassman Wealth Services’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$988 – 1498
2023
Q4 		$988 Hold
13
– – ﹤0.01% 1547
2023
Q3 		$886 Buy
13
+9
+225% +$626 ﹤0.01% 1585
2023
Q2 		$287 Hold
4
– – ﹤0.01% 1747
2023
Q1 		$298 Buy
+4
New +$326 ﹤0.01% 1715
2022
Q1 		– Sell
-4
Closed – – 1903
2021
Q4 		$0 Buy
+4
New +$321 ﹤0.01% 1872
2021
Q3 		– Sell
-9
Closed -$1K – 1776
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1367
2021
Q1 		$1K Hold
9
– – ﹤0.01% 1312
2020
Q4 		$1K Buy
+9
New +$660 ﹤0.01% 1270

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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glassman Wealth Services's SAFT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Safety Insurance (SAFT) in Q1 2024, closing a stake of 13 shares — an estimated $988 sold.

Glassman Wealth Services first reported a position in SAFT in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2021. 177 funds tracked by Wall St. Rank hold SAFT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Safety Insurance position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 13 Safety Insurance shares in Q1 2024, an estimated $988.
  • Glassman Wealth Services first reported a position in Safety Insurance in Q4 2020 and held it in 8 quarters.
  • Glassman Wealth Services's Safety Insurance position peaked at $1K in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.